Napa Wealth Management’s Blackrock BLK Stock Holding History

Napa Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,242	Closed	-$1.18M	–	179
2024 Q3	$1.18M	Buy	+1,242	New	+$1.07M	0.56%	43

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Napa Wealth Management's BLK Position: Q4 2024 in Review

Napa Wealth Management sold out of Blackrock (BLK) in Q4 2024, closing a stake of 1,242 shares — an estimated $1.18M sold.

Napa Wealth Management first reported a position in BLK in Q3 2024 and held it in 1 quarter. The position peaked at $1.18M in Q3 2024. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Napa Wealth Management reported no remaining Blackrock position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 1,242 Blackrock shares in Q4 2024, an estimated $1.18M.
Napa Wealth Management first reported a position in Blackrock in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's Blackrock position peaked at $1.18M in Q3 2024.
2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.